Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,110 | $59,191+89.4% | $76,768+46.0% | $56,289+99.2% |
| Participation rate | 62.3% | 75.2%-12.9pp | 77.0%-14.7pp | 69.9%-7.6pp |
| Annual return | -5.95% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $34 | $1,759-98.0% | $2,485-98.6% | $2,111-98.4% |
| Participant deferral / active EE | $2,713 | $3,255-16.7% | $3,852-29.6% | $3,350-19.0% |
| Admin fee / account holder | $5 | $489-99.0% | $6,676-99.9% | $521-99.1% |